Anne Fulton

Anne is a national specialist in tax matters related to tax-exempt organizations. Anne provides tax planning and advisory services to various tax-exempt entities, including large private foundations, non-profit health care systems, medical research institutes, educational institutions, pension trusts, public charities, and supporting organizations, as well as related taxable entities. She leads client relationships and provides services that integrate federal, state, & international tax, transfer pricing, employment tax, indirect tax, and advisory support. Anne has consulted with clients on a variety of tax issues related to the not-for-profit industry, including tax-exempt status qualifications, unrelated business income, alternative investment impact and reporting, private inurement/benefit and intermediate sanctions, entity restructuring, executive compensation, community benefit reporting, and preparation of federal and state tax returns. Anne has represented organizations before the IRS in connection with examinations and tax-exemption applications. Anne spent three years in Deloitte’s Washington National Tax practice where she worked directly with the national tax-exempt industry leader.

Anne received her B.B.A. in Accounting and a Masters of Accountancy from The University of Iowa. She is a certified public accountant licensed in Minnesota and Illinois. Anne is a member of the American Institute of Certified Public Accountants.